Bill Schultheis
Director Ejecutivo en Soundmark Wealth Management LLC .
Cargos activos de Bill Schultheis
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Soundmark Wealth Management LLC
 Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Director Ejecutivo | 01/01/1999 | - |
| Director de Inversiones | 01/01/1999 | - | |
| Fundador | 01/01/1999 | - | |
| Gestor de Cartera-Acciones | 01/01/1999 | - | |
| Portfolio Manager-Fixed Income | 01/01/1999 | - | |
| Jefe de Banca Privada | 01/01/1999 | - |
Historial de carrera de Bill Schultheis
Antiguos cargos conocidos de Bill Schultheis.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Pacific Asset Management LLC (Washington)
 Pacific Asset Management LLC (Washington) Investment ManagersFinance Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals. | Analyst-Equity | 01/05/2000 | 31/12/2007 |
| Gestor de Cartera-Acciones | 01/05/2000 | 31/12/2007 | |
| Portfolio Manager-Fixed Income | 01/05/2000 | 31/12/2007 | |
| Smith Barney Asset Management | Corporate Officer/Principal | 01/01/1987 | 01/01/2000 |
| Salomon Smith Barney | Corporate Officer/Principal | - | - |
Formación de Bill Schultheis.
| Texas A&M University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 5 |
| Canadá | 2 |
Operativa
| Portfolio Manager-Equities | 2 |
| Portfolio Manager-Fixed Income | 2 |
| Corporate Officer/Principal | 2 |
Sectorial
| Finance | 5 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Pacific Asset Management LLC (Washington)
Pacific Asset Management LLC (Washington) Investment ManagersFinance Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals. | Finance |
| Smith Barney Asset Management | Finance |
Soundmark Wealth Management LLC
Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts. | Finance |
| Salomon Smith Barney | Finance |
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